The persistent weakness in Mexico traffic, particularly Cancun international (-11.8%), is a negative signal for the company's core market. Monitor the upcoming Q3 2026 earnings for revenue and EBITDA impact, especially whether the CPC Aeroportos acquisition can offset the Mexican decline.
Price Chart
Executive Summary
ASUR reported September 2026 passenger traffic of 8.6 million passengers, flat year-over-year. Growth in Colombia (+5.7%), Puerto Rico (+3.1%), and Brazil (+2.6%) was offset by a 6.1% decline in Mexico, the company's largest market. The filing includes the first full month of operations from the recently acquired CPC Aeroportos assets in Brazil, Costa Rica, Curacao, and Ecuador, which contributed 3.9 million passengers.
Key Facts
- Total September 2026 passenger traffic was 8,656,117, essentially unchanged from 8,659,156 in September 2025.
- Mexico traffic declined 6.1% year-over-year, with Cancun (the largest airport) down 8.6%.
- Colombia traffic grew 5.7% year-over-year, with domestic up 5.9% and international up 4.9%.
- Brazil and Others (newly acquired CPC Aeroportos assets) contributed 3,924,970 passengers, up 1.4% from the prior period.
- Puerto Rico (San Juan) traffic increased 3.1% year-over-year.
- Year-to-date total traffic is down 0.7% (57.15 million vs 57.53 million).
- International traffic declined 4.9% year-over-year in September, while domestic traffic grew 1.8%.
Financial Impact
No financial data provided; passenger traffic is a key volume metric for airport concession revenue.
Risk Factors
- Continued weakness in Mexico traffic, especially Cancun international, could pressure aeronautical and commercial revenues.
- Integration of the newly acquired CPC Aeroportos assets may face operational or regulatory challenges.
- Year-to-date international traffic is down 4.1%, suggesting a structural shift that may persist.
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001104659-26-114381 |
| Document: tm2627227d1_6k.htm | 0001104659-26-114381 |
| Document: 0001104659-26-114381-index-headers.html | 0001104659-26-114381 |
| Document: 0001104659-26-114381-index.html | 0001104659-26-114381 |
| Document: 0001104659-26-114381.txt | 0001104659-26-114381 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 6-K | $248.37 $252.11 | ▲ +1.51% | ▲ +0.80% | $248.37 (−0.00%) |
Oct 20, 2026 6d ago | Institutional Cluster | $252.80 $251.00 | ▲ +0.71% | ▼ −0.47% | $248.37 (+1.75%) |
Oct 8, 2026 18d ago | 6-K | $231.75 $237.43 | ▲ +2.45% | ▲ +2.51% | $248.37 (+7.17%) |
Oct 7, 2026 19d ago | 6-K | $230.39 $231.75 | ▲ +0.59% | ▼ −0.01% | $248.37 (+7.80%) |
Sep 28, 2026 28d ago | 6-K | $243.96 $240.96 | ▼ −1.23% | ▼ −1.05% | $248.37 (+1.81%) |
Aug 20, 2026 9w ago | 6-K | $259.16 $262.58 | ▲ +1.32% | ▲ +0.91% | $248.37 (−4.16%) |
US Market Status
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